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Kestra Private Wealth Services’s Sanofi SNY Stock Holding History

Kestra Private Wealth Services’s Portfolio SNY Stock Details SNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$824K Sell
17,101
-1,348
-7% -$62.9K 0.01% 940
2025
Q4 		$894K Sell
18,449
-2,276
-11% -$113K 0.01% 853
2025
Q3 		$978K Buy
20,725
+3,087
+18% +$149K 0.01% 794
2025
Q2 		$852K Sell
17,638
-1,226
-6% -$62.6K 0.01% 802
2025
Q1 		$1.05M Sell
18,864
-740
-4% -$40.1K 0.02% 662
2024
Q4 		$946K Sell
19,604
-5,971
-23% -$304K 0.02% 667
2024
Q3 		$1.47M Sell
25,575
-868
-3% -$46.9K 0.03% 502
2024
Q2 		$1.28M Buy
26,443
+900
+4% +$43.4K 0.03% 500
2024
Q1 		$1.24M Buy
25,543
+3,160
+14% +$154K 0.03% 497
2023
Q4 		$1.11M Sell
22,383
-1,300
-5% -$63.6K 0.03% 495
2023
Q3 		$1.27M Buy
23,683
+687
+3% +$36.6K 0.04% 399
2023
Q2 		$1.24M Buy
22,996
+499
+2% +$26.9K 0.04% 393
2023
Q1 		$1.22M Buy
22,497
+9,657
+75% +$470K 0.05% 364
2022
Q4 		$622K Sell
12,840
-10,444
-45% -$458K 0.03% 469
2022
Q3 		$885K Buy
23,284
+1,092
+5% +$48.7K 0.05% 356
2022
Q2 		$1.11M Buy
22,192
+1,409
+7% +$74.8K 0.06% 324
2022
Q1 		$1.07M Buy
20,783
+142
+0.7% +$7.33K 0.05% 362
2021
Q4 		$1.03M Sell
20,641
-192
-0.9% -$9.5K 0.05% 376
2021
Q3 		$1M Buy
20,833
+1,735
+9% +$88.2K 0.06% 346
2021
Q2 		$1.01M Buy
19,098
+2,390
+14% +$125K 0.06% 327
2021
Q1 		$826K Buy
16,708
+3,652
+28% +$175K 0.06% 335
2020
Q4 		$631K Buy
13,056
+2,099
+19% +$104K 0.05% 384
2020
Q3 		$550K Buy
+10,957
New +$564K 0.05% 362

Other funds holding SNY

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Kestra Private Wealth Services's SNY Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its Sanofi (SNY) stake by 7.3% in Q1 2026, selling an estimated $62.9K and leaving 17,101 shares worth $824K. The position accounts for 0.01% of the portfolio, ranked #940.

Kestra Private Wealth Services first reported a position in SNY in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.47M in Q3 2024. 738 funds tracked by Wall St. Rank hold SNY as of Q1 2026.

  • Kestra Private Wealth Services held 17,101 shares of Sanofi worth $824K as of Q1 2026.
  • Kestra Private Wealth Services sold 1,348 Sanofi shares in Q1 2026, an estimated $62.9K.
  • Sanofi made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #940 holding.
  • Kestra Private Wealth Services first reported a position in Sanofi in Q3 2020 and has held it in 23 quarters since.
  • Kestra Private Wealth Services's Sanofi position peaked at $1.47M in Q3 2024.
  • 738 funds tracked by Wall St. Rank held Sanofi as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.